Account Executive

2 months ago

Plymouth, United Kingdom Coppersmith Recruitment and Services Full time

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities
- Adhere to all company policies and procedures.
- Continuously identify areas for improvement and provide potential solutions to the

company and reduce costs.
- Deliver excellent customer service whilst meeting customer requirements efficiently &
effectively for New Business.
- Understand the processes and procedures required to provide quotations & put forward

suitable products to meet the client? EUR(TM)s demands and needs.
- Ensure that all product information provided is clear, fair, and not misleading, allowing

the customer to make an informed decision.
- Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk

appetite and guidelines or liaise with insurers for all non-delegated authority business.
- Ensure that telephone calls are answered & dealt with promptly & efficiently.
- Maintain thorough and accurate records of all customer interactions.
- Identify complaints and refer to the necessary complaint handler.

to.
- Required to be a referral point within the Branch.
- Ensure that you remain compliant in everything that you do; including but not limited to

treating customers fairly, contract certainty & vulnerable customers.
Skills and Competencies
- Competent in windows-based programmes; word, excel, outlook and internet.
- Excellent communication skills: written and oral.
- Ability to work alone and as part of a team.
- Positive can-do attitude.
- Strong team ethic.
- Manage time effectively.
- Ability to work under pressure.
- Good personal organisation skills.
- Good timekeeping and presentation of self and work.
- Strong negotiation and interpersonal skills.
- Articulate & Numerate.
- Works with a high degree of accuracy in all tasks.
- Honesty, integrity, reputation, competence/capability & financial soundness as required

under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission
Experience
- Must have 2 years minimum experience working within a broking or underwriting

environment.

**Job Types**: Full-time, Permanent

**Salary**: £27,000.00-£29,500.00 per year

**Benefits**:

- Company events
- Company pension

Flexible Language Requirement:

- English not required

Ability to commute/relocate:

- Plymouth: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: HHSalesExecutive

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